Job description:
Estate planning and asset protection transactions, including:
- Developing and implementing customized estate planning (wills, trusts, powers of attorney, and health care directives) solutions for medium to higher net worth clients.
- Drafting and implementing complex irrevocable trusts and trust/business systems for tax planning and asset protection purposes.
- Advising on tax related matters.
- Advising on and facilitating trust and estate administration matters, including probate, tax related matters, and asset distributions.
Required Skills:
- J.D. degree from accredited law school
- At least three (3) years of legal experience providing business, estate planning, and asset protection services
- Outstanding time management skills
- Excellent communication skills – both written and verbal
- Attention to detail
- Ability to meet deadlines
- Proficiency in Microsoft Office